Civic Intelligence

The Auldridge Fund

990PF • Fiscal year 2022 • EIN 23-2900851

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 16, 2023

Organization Profile
1225 Farview RoadVillanova, PA 19085-2037

(610) 995-1400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

88th percentile

56%

Higher net margin than 88% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

77th percentile

35%

Faster revenue growth than 77% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,174,161

Up $267,618 (+14%) from 2021

Net Assets

Up

$2,174,161

Up $267,618 (+14%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin88th percentile

Revenue

Up

$473,771

Up $121,801 (+35%) from 2021

Expenses

Down

$206,138

Down $346,442 (-63%) from 2021

Net Income

Up

$267,633

Up $468,243 (+233%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,913,654Liabilities 2010: $0Net Assets 2010: $2,913,6542010Assets 2011: $2,899,468Liabilities 2011: $0Net Assets 2011: $2,899,4682011Assets 2012: $2,415,900Liabilities 2012: $0Net Assets 2012: $2,415,9002012Assets 2013: $2,152,076Liabilities 2013: $0Net Assets 2013: $2,152,0762013Assets 2014: $2,418,041Liabilities 2014: $0Net Assets 2014: $2,418,0412014Assets 2015: $2,249,937Liabilities 2015: $0Net Assets 2015: $2,249,9372015Assets 2016: $1,890,198Liabilities 2016: $0Net Assets 2016: $1,890,1982016Assets 2017: $3,084,835Liabilities 2017: $0Net Assets 2017: $3,084,8352017Assets 2018: $2,738,100Liabilities 2018: $0Net Assets 2018: $2,738,1002018Assets 2019: $2,195,717Liabilities 2019: $0Net Assets 2019: $2,195,7172019Assets 2020: $1,984,905Liabilities 2020: $0Net Assets 2020: $1,984,9052020Assets 2021: $1,906,543Liabilities 2021: $0Net Assets 2021: $1,906,5432021Assets 2022: $2,174,161Liabilities 2022: $0Net Assets 2022: $2,174,1612022Assets 2023: $2,370,941Liabilities 2023: $0Net Assets 2023: $2,370,9412023Assets 2024: $2,141,801Liabilities 2024: $0Net Assets 2024: $2,141,8012024

Highlighted filing

2022

Assets$2,174,161
Liabilities$0
Net Assets$2,174,161
Open 2022 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2010: $258,5672010Expenses 2011: $279,7712011Expenses 2012: $544,7302012Revenue 2013: -$9,912Expenses 2013: $253,912Net Income 2013: -$263,8242013Revenue 2014: $707,712Expenses 2014: $218,111Net Income 2014: $489,6012014Revenue 2015: -$35,612Expenses 2015: $132,492Net Income 2015: -$168,1042015Revenue 2016: $23,435Expenses 2016: $386,071Net Income 2016: -$362,6362016Revenue 2017: $1,744,301Expenses 2017: $549,164Net Income 2017: $1,195,1372017Revenue 2018: $48,039Expenses 2018: $402,274Net Income 2018: -$354,2352018Revenue 2019: $77,722Expenses 2019: $620,105Net Income 2019: -$542,3832019Revenue 2020: $138,041Expenses 2020: $348,853Net Income 2020: -$210,8122020Revenue 2021: $351,970Expenses 2021: $552,580Net Income 2021: -$200,6102021Revenue 2022: $473,771Expenses 2022: $206,138Net Income 2022: $267,6332022Revenue 2023: $214,081Expenses 2023: $17,301Net Income 2023: $196,7802023Revenue 2024: -$212,763Expenses 2024: $16,377Net Income 2024: -$229,1402024

Highlighted filing

2022

Revenue$473,771
Expenses$206,138
Net Income$267,633
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 16, 2023
Return Version
2022v4.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROY S NEFFPres, Director-$0--
ROSALIND S NEFFSecy, Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVarious 501 c 3 organizationsunrestricted general grantPCPhiladelphia, PA, US$202,500
Filing and Contact Details

Filer

Filer Name
The Auldridge Fund
EIN
23-2900851
In Care Of
% ROY S NEFF
Phone
6109951400
Address
1225 FARVIEW ROAD, VILLANOVA, PA 19085-2037

Signing Officer

Name
Roy Neff
Title
Director
Phone
6109951400
Signed
2023-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Bove Associates
Address
6000 N 62nd Place, Paradise Valley, AZ 85253
Preparer
Richard J Bove
Phone
5205773000
Raw XML Appendix272 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/DistributableAmountGrp/TotalTaxAmt06548
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01348
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05200
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROY S NEFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROSALIND S NEFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES, DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECY, DIR
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum06109951400
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0247046
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0400106
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0245096
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0202500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0105889
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01771736
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01665847
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt015
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING & MISC FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0662
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0662
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Schwab Other Credits
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02048
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02048
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE B&E
TaxesSchedule/TaxesDetail/Amt02031
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02031
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Roy Neff
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum06109951400
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE AULDRIDGE FUND
ReturnHeader/Filer/BusinessNameControlTxt0AULD
ReturnHeader/Filer/EIN0232900851
ReturnHeader/Filer/InCareOfNm0% ROY S NEFF
ReturnHeader/Filer/PhoneNum06109951400
ReturnHeader/Filer/USAddress/AddressLine1Txt01225 FARVIEW ROAD
ReturnHeader/Filer/USAddress/CityNm0VILLANOVA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0190852037
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bove Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06000 N 62nd Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Paradise Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085253
ReturnHeader/PreparerPersonGrp/PhoneNum05205773000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard J Bove
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-02-16T12:06:10-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Roy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Neff
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,174,161
Liabilities
$0
Net assets
$2,174,161
Revenue
$473,771
Expenses
$206,138
Net income
$267,633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$0.21$0.02$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.21$0.02$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.47$0.21$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.35$0.55$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$0.14$0.35$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.00$2.20$0.08$0.62$0.54
2018Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.05$0.40$0.35
2017Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$1.74$0.55$1.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$0.02$0.39$0.36
2015Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.04$0.13$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.71$0.22$0.49
2013Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.01$0.25$0.26
2012Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.54
2011Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.28
2010Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.26